Horizon Dashboard
Horizon Dashboard offers an intuitive technology platform designed to enhance advisors' capabilities in marrying investment strategies with financial planning. Its custom... Horizon Dashboard offers an intuitive technology platform designed to enhance advisors' capabilities in marrying investment strategies with financial planning. Its customizable, actively managed single-stock portfolios and goals-based investing approach empower advisors to meet client objectives through innovative tools, including GAIN, PROTECT, and SPEND portfolios for tailored investment solutions.
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Company Information
- Company: Horizon Investments®
- Country: United States
Top Horizon Dashboard Features
- Intuitive advisor support
- Goals-based investing framework
- Customizable single-stock portfolio
- Active investment management approach
- Outsourced CIO solutions
- Flexible separately-managed accounts
- GAIN
- PROTECT
- SPEND portfolios
- Practice management services
- Behavioral investment strategies
- Market insights and analysis
- Regular quarterly webcasts
- Investment consulting services
- Enhanced customer experience tools
- Technology-driven investment solutions
- In-depth goals-based insights
- Academic research-backed processes
- Client-focused investment management
- Dedicated advisor resources
- Insights on market trends
- Continuous portfolio optimization.
